by Caress Law, PC | Sep 23, 2022 | Estate Planning, Trusts
You took charge of your estate. You met with your lawyer, drafted a will, filled out an advanced directive for healthcare, and maybe even set up some kind of trust. You’re all set, right? Well…if you haven’t updated your estate plan in a while, the answer is probably...
by Caress Law, PC | Sep 13, 2022 | Estate Planning, Trusts
There are some situations where DIY is okay. Making a birdhouse out of popsicle sticks after watching a few YouTube tutorials is a perfectly acceptable DIY project. On the other hand, DIY wills and trusts are rarely good ideas. Take poor Jane Doe*, as an example. Her...
by Caress Law, PC | Aug 31, 2022 | Estate Planning
The process of distributing your assets to family and loved ones after your death can be a complicated (and occasionally confusing) aspect of estate planning. Wills and trusts are the primary estate planning vehicles for outlining who should receive your assets and...
![[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own](https://caresslaw.estate/wp-content/uploads/2022/08/082322_AssetsNotOwned-1080x675.jpeg)
by Caress Law, PC | Aug 15, 2022 | Podcast
Creating your Revocable Trust is the first step to protecting you and your family; however, not all assets can or should be owned by your revocable trust. This episode address how to pass those assets to your loved ones while still avoiding the probate process. I...
by Caress Law, PC | Aug 2, 2022 | Estate Planning
Retirement is just another word for that moment in your life when time is no longer money. If you’ve prioritized financial security throughout your working life, this may sound like a silly joke (or a cringy one). If you haven’t prioritized financial security,...
